Carlie Rivera
Administration Team Leader
Introducing Carlie
Carlie has been working for Bowmore Financial Planning since December 2013. She started as Personal Assistant to one of the directors, providing research, producing client reviews and suitability reports. She is now Admin Team Leader and manages a small team of administrators.
Her role involves managing day-to-day workflow within the team as well as developing and establishing processes to help the business run as efficiently as possible.
Carlie's qualifications
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Meet your team
view allMark Incledon
Chief Executive Officer
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Gill Millen
Managing Director, Bowmore Financial Planning
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Hayley Wood
Compliance & Operations Manager
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John Clamp
Chartered Financial Planner, Fellow
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Mark Millett
Financial Planner
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Jill Ellicott
Chartered Financial Planner
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Tom Henshaw
Chartered Financial Planner
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Adam Canavan
Financial Planner
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Roy Quick
Financial Adviser
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Helen Best
Paraplanner
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Michael Baker
Paraplanner
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Samantha Worthington
Senior Administrator
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Emily Sherring
Corporate Benefits Administrator
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Beverly Barnes
Administrator
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Clare Underwood
Office Manager
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